Short-Term Insurance Adviser: Personal & Commercial

Talent Candey; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Talent Candey in Cape Town is seeking driven Short-Term Insurance Advisers for personal and commercial lines. You will generate your own leads, build a strong sales pipeline and provide professional, advice-led insurance solutions to clients.

The role requires FAIS qualifications, RE5, and a proven track record in selling short-term insurance. You will work independently and as part of a team with a focus on results and customer service.

Qualifications

• Matric / Grade 12.
• 3+ years’ experience selling short-term insurance as broker or tied agent.
• Sales experience in personal and commercial lines.
• FAIS credits: 30 credits (before 2010) or FSCA list qualification (after 2010).
• RE5 exam.
• CPD: 12 points for one line, 18 points for both lines.
• All FAIS regulatory exams and accreditation.
• FAIS fit-and-proper compliance.
• Own vehicle and valid driver’s licence.
• Excel, PowerPoint and Word literacy.
• Social media presence for networking and lead generation.
• Ability to generate leads and develop new business.
• Ability to work independently and in a team.

Responsibilities

• Generate own leads and maintain a healthy sales pipeline.
• Provide advisory, insurance solutions for personal and commercial clients.
• Build and manage relationships with clients and networks.
• Work both independently and in a team to meet targets.

Skills

Lead generation

Sales pipeline management

Cold calling

Relationship building

Communication

Networking

Self-motivation

Time management

Education

Matric / Grade 12

FAIS qualification list

Tools

Microsoft Excel

PowerPoint

Word

Job description

Talent Candey in Cape Town is seeking driven Short-Term Insurance Advisers for personal and commercial lines. You will generate your own leads, build a strong sales pipeline and provide professional, advice-led insurance solutions to clients.

The role requires FAIS qualifications, RE5, and a proven track record in selling short-term insurance. You will work independently and as part of a team with a focus on results and customer service.